Harvest Group Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Harvest Group Wealth Management’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-505	Closed	-$35K	–	172
2020 Q4	$35K	Hold	505	–	–	0.02%	126
2020 Q3	$31K	Hold	505	–	–	0.02%	122
2020 Q2	$25K	Hold	505	–	–	0.02%	137
2020 Q1	$22K	Hold	505	–	–	0.02%	132
2019 Q4	$25K	Sell	505 -1,600	-76%	-$75K	0.02%	133
2019 Q3	$94K	Hold	2,105	–	–	0.12%	57
2019 Q2	$99K	Hold	2,105	–	–	0.13%	46
2019 Q1	$87K	Buy	+2,105	New	+$84.4K	0.08%	63

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Harvest Group Wealth Management's CP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2021, closing a stake of 505 shares — an estimated $35K sold.

Harvest Group Wealth Management first reported a position in CP in Q1 2019 and held it in 8 quarters. The position peaked at $99K in Q2 2019. 562 funds tracked by Wall St. Rank hold CP as of Q1 2021.

Harvest Group Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 505 Canadian Pacific Kansas City shares in Q1 2021, an estimated $35K.
Harvest Group Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Canadian Pacific Kansas City position peaked at $99K in Q2 2019.
562 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.